Gmail and SyncroMSP automations

Ready-made scenarios where Gmail and SyncroMSP work for you: pick one — a copy appears in your account and runs on its own.

50 scenarios

Website leads greeted — email, CRM, team alert
Deal notes from emails — into your CRM automatically
Form leads straight into the CRM
Route each new order into your CRM, invoices, and mailing list
Customer emails become support tickets with a spreadsheet log
Leads scored and routed to a rep — straight from the form
Enriching leads with contacts — drop a sheet, get a filled CRM
Lead scoring and routing: hot leads straight to sales
A prospect list with contacts — automatically
A personalized sales proposal from a table row, ready and sent
Inbound leads scored, with alerts and draft replies for the hot ones
Win back abandoned Shopify carts by email and in CRM
Support emails become tickets with a priority attached
An invoice to the client — from one status change
New-lead handling: CRM entry, team alert and reminder
Lead verification and CRM sync — straight from a JotForm form
Stuck tickets, followed up automatically
Smart auto-replies to routine emails
Store lead emails turned into CRM contacts and deals automatically
Open-house visitors into your CRM and into an email, right after the visit
Client onboarding from a single form: folder, contact, channel, tasks
Properties with owner contacts — daily to your CRM and email
Client renewal reminders — ahead of time
Capture and route leads from every channel
Cold outreach with personal emails and CRM logging
Re-engage stalled leads with a ready-made email
Satisfaction surveys after tickets close — automatic
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Alerts for customers losing interest: to the rep, into a task, and by email
Re-engaging quiet clients — weekly, without manual tracking
A summary of support tickets — topics and customer mood
Customer feedback from every channel, turned into themes and tasks
Automatic follow-ups for prospects who went quiet
Support ticket replies drawn from your own FAQ list
Support metrics from two systems — in one weekly report
Invoices from email into accounting, with approval
Tell customers their bug is fixed — the moment the issue closes
Payment issue handling: a reply to the customer, an escalation to the team
Voice of the customer from every channel: collected, clustered, acted on
Auto-booking demos for high-intent leads
Website enquiries: contact, ticket and reply with no manual entry
Lead verification, enrichment and sorting — automatically
Personal emails to new contacts — built from their own socials
Meeting recording → tasks, a client email and an updated CRM record
Feedback triage and customer replies — automatically
Every sale — logged, a ping to you and a thank-you to the buyer
AI marketing outreach with reply handling — on autopilot
An AI assistant over your CRM in any messenger
AI support across every channel, grounded in your docs
A personal assistant in your messenger: email, calendar, tasks, expenses